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Schwab 5-10 Year Corporate Bond ETF

187 hedge funds and large institutions have $5.97B invested in Schwab 5-10 Year Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

2% more funds holding

Funds holding: 184187 (+3)

0% more capital invested

Capital invested by funds: $5.96B → $5.97B (+$12.6M)

4.26% less ownership

Funds ownership: 185.52%181.26% (-4.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
187
Holders Change
+3
Holders Change %
+1.63%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
72
Reduced
50
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.3K +468 +153%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$16.6K +$16.5K +752 New
FAM
153
Family Asset Management
South Carolina
$16.3K -$3.77K -172 -19%
IAIM
154
International Assets Investment Management
Florida
$16.2K +$16.1K +734 New
AssetMark Inc
155
AssetMark Inc
California
$13K +$12.9K +588 New
CAS
156
Coppell Advisory Solutions
Texas
$13K +$12.9K +588 New
HCP
157
Hexagon Capital Partners
Arkansas
$12K +$11.9K +542 New
AF
158
Allworth Financial
California
$10.7K
BTI
159
Blue Trust Inc
Georgia
$10.6K +$10.4K +476 New
BIA
160
Bell Investment Advisors
California
$9.97K +$9.91K +452 New
WWP
161
WR Wealth Planners
Missouri
$8.47K
CIAS
162
Capital Investment Advisory Services
North Carolina
$8.13K +$88 +4 +1%
William Blair & Company
163
William Blair & Company
Illinois
$8.07K +$5.31K +242 +195%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$7.79K +$7.67K +350 New
TPCW
165
TD Private Client Wealth
New York
$6.92K -$132 -6 -2%
GWM
166
Geneos Wealth Management
Colorado
$6.17K
SP
167
SWS Partners
Ohio
$5.47K +$5.44K +248 New
RIL
168
Rothschild Investment LLC
Illinois
$5.34K
EW
169
Element Wealth
Mississippi
$5.16K
GI
170
Gradient Investments
Minnesota
$4.89K +$4.87K +222 New
DF
171
Dunhill Financial
United Kingdom
$4.06K
CA
172
Continuum Advisory
Idaho
$3.62K +$3.6K +164 New
US Bancorp
173
US Bancorp
Minnesota
$3.35K +$3.33K +152 New
FMP
174
Financial Management Professionals
Texas
$3K
SS
175
Sunbelt Securities
Texas
$2.96K